Consulting Services

In addition to full benefits products and services, Insight also can provide expertise in assisting you with:

Vendor Procurement

Corporate Project Management

Client Services & Retention

Administrative Services Auditing

Vendor Procurement

We can objectively review potential new vendors. During internal discovery we can help identiy the common goals for your organization, establish benchmarks and navigate the Request For Proposal (RFP) process. Once the vendor is selected, the Insight team follows a project plan to manage the implementation process and ensure timelines are adhered to. We can also proactively identify changing priorities and help allocate resources accordingly. We provide post-implementation review of deliverables to ensure all contract terms and any related Service Level Agreements (SLA) are met.

Our steps are:

  • Discovery
  • Competency review
  • Contract review
  • Project plan/implementation oversight
  • Post-review audit of deliverables

 

Our experience in new vendor implementation includes Billing and Enrollment support, Case Management, Pharmacy Benefit Management, Benefit Profiling and more.

Corporate Project Management

Corporate initiatives require a high level of oversight from multiple executives and senior management across multiple departments. Challenges can come in the form of competing company initiatives, competing interests with individuals/departments, and simply managing other day-to-day responsibilities. Insight can manage this process for you.

We focus on:

  • Identifying the resources and costs associated with the project (Scope of Project)
  • Building a collaborative model for the organization (Departmental Integration)
  • Managing all aspects of the project in a shared environment
  • Providing written policies and procedures on newly implemented projects

 

Our experience in TQM, policy and procedures and project management ensures that projects are clearly defined, goals are consistently met and policies and procedures are thoroughly documented.

Client Services & Retention

Client Relations is the cornerstone of any organization’s success. Successful management of new clients translates into higher retention and lower administration costs. The Insight team can assist you in identifying inconsistencies in retention strategies and in developing new strategies where none exist. We also work to identify cultural gaps within the organization that are impeding successful client relationships.

Key components to improved client relations include:

  • Building a client-centric model for the organization (Cultural Integration)
  • Establishing common goals for and expectations of the client-facing staff
  • Identifying staff technical competency and training opportunities
  • Defining a consistent approach to new group implementation and renewals
  • Determining client key deliverables and exceeding those expectations

 

Our experience in client relationship management provides perspective on how to bring value to each client touch point to ensure that every experience is timely, accurate and value added.

Administrative Services Auditing

Auditing a current vendor must be done with sensitivity. We don’t go into it expecting to find things “wrong” with the way administrative services are being provided. While your clients want to trust that their providers are doing their best, the final proof is still in the audit results. We can identify areas for change and improvement.

Insight offers an impartial, third-party look at how your vendors are measuring up. We know where to look and how to effectively message the findings as process improvement opportunities while taking you and your client out of the middle of having these difficult conversations.

Key components to a successful audit initiative include:

  • Performing an audit that is minimally intrusive but maximizes discoveries
  • Reporting of discoveries/deficiencies in a comprehensive way
  • Delivering a clear set of next steps: suggested language changes, policy/procedure updates and governance reporting

 

Our experience is in knowing where opportunities are most likely to exist. The result is process improvements that translate into future cost savings and avoiding potential compliance issues and penalties.